Welltower Inc.
US ˙ NYSE ˙ US95040Q1040

SecurityWELL / Welltower Inc.
InstitutionJanus Henderson Group Plc
Latest Disclosed Ownership898,586 shares
Latest Disclosed Value $ 177,735,814
Janus Henderson Group Plc reports 30.42% increase in ownership of WELL / Welltower Inc.

On May 18, 2026 - Janus Henderson Group Plc filed a 13F-HR/A form disclosing ownership of 898,586 shares of Welltower Inc. (US:WELL) valued at $177,659,438 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 688,968 shares of Welltower Inc.. This represents a change in shares of 30.42% during the quarter. The current value of the position is $180,480,998 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-18 2026-03-31 13F/A-1 WELLTOWER COM 95040Q104 898,586 209,618 30.42 177,736 39.05 0.0300
2026-05-15 2026-03-31 13F WELLTOWER COM 95040Q104 898,586 209,618 30.42 177,736 39.05 0.0330
2026-02-17 2025-12-31 13F WELLTOWER COM 95040Q104 688,968 47,428 7.39 127,824 11.92 0.0572
2025-11-14 2025-09-30 13F WELLTOWER COM 95040Q104 641,540 73,318 12.90 114,215 30.84 0.0521
2025-08-14 2025-06-30 13F WELLTOWER COM 95040Q104 568,222 -42,280 -6.93 87,291 -6.76 0.0428
2025-05-15 2025-03-31 13F WELLTOWER COM 95040Q104 610,502 31,918 5.52 93,622 28.53 0.0513
2025-02-14 2024-12-31 13F WELLTOWER COM 95040Q104 578,584 -534,528 -48.02 72,843 -48.88 0.0370
2024-11-14 2024-09-30 13F WELLTOWER COM 95040Q104 1,113,112 -23,327 -2.05 142,486 20.18 0.0729
2024-08-14 2024-06-30 13F WELLTOWER COM 95040Q104 1,136,439 -273,005 -19.37 118,564 -9.90 0.0635
2024-05-15 2024-03-31 13F WELLTOWER COM 95040Q104 1,409,444 -133,856 -8.67 131,586 -5.45 0.0718
2024-02-14 2023-12-31 13F WELLTOWER COM 95040Q104 1,543,300 286,891 22.83 139,166 35.16 0.0830
2023-11-14 2023-09-30 13F WELLTOWER COM 95040Q104 1,256,409 -287,972 -18.65 102,966 -17.57 0.0674
2023-08-14 2023-06-30 13F WELLTOWER COM 95040Q104 1,544,381 -234,704 -13.19 124,918 -2.03 0.0777
2023-05-15 2023-03-31 13F WELLTOWER COM 95040Q104 1,779,085 61,887 3.60 127,500 13.28 0.0841
2023-02-14 2022-12-31 13F WELLTOWER COM 95040Q104 1,717,198 410,506 31.42 112,554 33.88 0.0804
2023-01-13 2022-09-30 13F/A-1 WELLTOWER COM 95040Q104 1,306,692 58,003 4.65 84,072 -18.26 0.0630
2022-11-14 2022-09-30 13F WELLTOWER COM 95040Q104 1,306,692 58,003 84,072 0.0214
2022-08-15 2022-06-30 13F WELLTOWER COM 95040Q104 1,248,689 -109,869 -8.09 102,847 -21.30 0.0709
2022-05-16 2022-03-31 13F WELLTOWER COM 95040Q104 1,358,558 1,248,622 1,135.77 130,679 1,285.93 0.0631
2022-02-14 2021-12-31 13F WELLTOWER COM 95040Q104 109,936 -322,471 -74.58 9,429 -73.53 0.0039
2021-11-16 2021-09-30 13F WELLTOWER COM 95040Q104 432,407 119,461 38.17 35,628 37.00 0.0156
2021-08-16 2021-06-30 13F WELLTOWER COM 95040Q104 312,946 108,516 53.08 26,005 77.56 0.0111
2021-05-17 2021-03-31 13F WELLTOWER COM 95040Q104 204,430 -983,612 -82.79 14,646 -80.92 0.0067
2021-02-16 2020-12-31 13F WELLTOWER COM 95040Q104 1,188,042 989,664 498.88 76,745 602.28 0.0357
2020-11-16 2020-09-30 13F WELLTOWER COM 95040Q104 198,378 -54,553 -21.57 10,928 -16.50 0.0057
2020-08-14 2020-06-30 13F WELLTOWER COM 95040Q104 252,931 -361,187 -58.81 13,088 -53.44 0.0073
2020-05-14 2020-03-31 13F WELLTOWER COM 95040Q104 614,118 -287,114 -31.86 28,110 -61.86 0.0193
2020-02-18 2019-12-31 13F WELLTOWER COM 95040Q104 901,232 -231,602 -20.44 73,701 -28.23 0.0377
2019-11-14 2019-09-30 13F WELLTOWER COM 95040Q104 1,132,834 -263,992 -18.90 102,693 -9.83 0.0556
2019-07-31 2019-06-30 13F WELLTOWER COM 95040Q104 1,396,826 -544,530 -28.05 113,884 -24.41 0.0620
2019-04-30 2019-03-31 13F WELLTOWER COM 95040Q104 1,941,356 1,535,700 378.57 150,651 435.06 0.0835
2019-02-06 2018-12-31 13F WELLTOWER COM 95040Q104 405,656 245,152 152.74 28,156 172.75 0.0180
2018-11-09 2018-09-30 13F WELLTOWER COM 95040Q104 160,504 12,932 8.76 10,323 11.56 0.0055
2018-08-10 2018-06-30 13F WELLTOWER COM 95040Q104 147,572 -61,636 -29.46 9,253 -18.73 0.0053
2018-05-14 2018-03-31 13F WELLTOWER COM 95040Q104 209,208 -528,419 -71.64 11,385 -75.80 0.0067
2018-03-12 2017-12-31 13F/A-1 WELLTOWER COM 95040Q104 737,627 445,615 152.60 47,039 129.21 0.0290
2018-02-09 2017-12-31 13F WELLTOWER COM 95040Q104 737,627 445,615 47,039
2017-11-14 2017-09-30 13F WELLTOWER COM 95040Q104 292,012 178,403 157.03 20,522 141.38 0.0132
2017-08-17 2017-06-30 13F/A-1 WELLTOWER COM 95040Q104 113,609 51,081 81.69 8,502 92.01 0.0058
2017-08-14 2017-06-30 13F WELLTOWER COM 95040Q104 113,609 51,081 8,502
2017-05-03 2017-03-31 13F WELLTOWER COM 95040Q104 62,528 1,407 2.30 4,428 8.24 0.0311
2017-01-30 2016-12-31 13F WELLTOWER COM 95040Q104 61,121 16,225 36.14 4,091 21.86 0.0302
2016-10-24 2016-09-30 13F WELLTOWER COM 95040Q104 44,896 4,562 11.31 3,357 9.28 0.0247
2016-07-29 2016-06-30 13F WELLTOWER COM 95040Q104 40,334 -14,333 -26.22 3,072 -18.94 0.0255
2016-05-12 2016-03-31 13F WELLTOWER COM 95040Q104 54,667 8,249 17.77 3,790 20.05 0.0307
2016-02-03 2015-12-31 13F WELLTOWER COM 95040Q104 46,418 -237,800 -83.67 3,157 -83.60 0.0253
2015-11-16 2015-09-30 13F WELLTOWER COM 95040Q104 284,218 284,218 19,246 0.1695
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.